William Clemmey

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  • in reply to: Reviewing Policies #188877

    Dear Sally
    Yes we reviewed this last year and put some to 3 or 4 years
    I shall email you our list – happy to share any of the policies
    MUNICIPAL CHARITIES INDEX OF CORE POLICIES

    A1. Risk Management Every 2 years
    A2. Investment Annual
    A3. Safeguarding Annual
    A4. Conflict of Interest
    Every 4 years
    A5. Financial Procedures Annual
    A6. Complaints Policy and Procedure Every 4 years
    A7. Anti-Social Behaviour Every 5 years
    A8. Health & Safety Annual
    A9. Equality and Diversity
    Every 2 years
    A10. Data Protection Every 3 years
    A11. Reserves Annual
    A12. Legionella Management Every 4 years
    A13. Managing Volunteers Every 5 years
    A14 Disciplinary Policy Every 4 years
    A15 Grievance Policy Every 4 years
    A16 Equal Opportunity Recruitment Policy Every 4 years
    A17 Whistleblowing Policy Every 4 years
    A18 Bullying and Harassment Policy Every 4 years
    A19 Policy and Procedure for the Safe Recruitment of Ex Offenders Every 6 years
    A20 Work Life Balance Policy Every two years
    A21 Social Media Policy Every three years
    A22 Independent Living Policy Every three years
    A23 Pet Policy Every three years
    A24 Family Friendly Policy Every two years
    A25 Serious Incidence Reporting Policy Every three years
    A26 Disaster Recovery Policy and Procedure Every three years
    A27 Trustee Recruitment and Induction Policy Every two years
    A28 Management of Change Policy Every two years
    A29 Investment Policy Every Year
    A30 Information and Data Security Policy Every three years
    A31 Campaigns and Political Activity Policy Every three years
    A32 Menopause Policy Every three years
    A33 Carers Leave Policy Every three years
    A34 CCTV policy Every four years
    A35 Lone Working Policy Every three years
    People and Governance September 2026 and then Board September 2026
    A37 Death in Residency Policy Every three years
    A38 Weekly Maintenance and Support Costs Contribution arrears Policy Every three years

    Hope that helps
    William Clemmey
    chiefofficer@municipal-charities.org.uk

    Why not try Charity Excellence
    They have AI fundraising bunnies that can help look for funding for free and even write the bids for you apparently
    Ian McLintock
    Founder https://www.charityexcellence.co.uk/
    ian@charityexcellence.co.uk

    They will send regular email updates on funding and other helpful tools for charities

    William Clemmey
    chiefofficer@municipal-charities.org.uk

    in reply to: Death Policy #188631

    Pam
    I have sent our version over to you
    We have renamed it Death in Residency Policy
    Hope its useful
    William Clemmey
    chiefofficer@municipal-charities.org.uk

    in reply to: Materials for speakers to local groups #188554

    Virginia
    I would be very happy to share our Presentation but its very specific to our 5 Almshouses and their history
    There are 3 mentions of current residents
    One of them Anna is the only person I know who can sing “Lloyd George knew my father, father knew Lloyd George” as her grandfather was a liberal MP who knew Lloyd George as so her father met him

    William Clemmey
    chiefofficer@municipal-charities.org.uk

    in reply to: Energy Broker #188157

    Tony
    We use Juttons
    davidj@juttonassociates.com
    David Jutton
    Consultant
    t: 01789 268132
    m: 07749 375200
    http://www.juttonassociates.com
    they have been great at reducing our bills
    William Clemmey
    Chiefofficer@municipal-charities.org.uk

    in reply to: New Manager #186837

    As Nick says it depends on your past experience
    Happy to be contacted at chiefofficer@municipal-charities.org..uk

    Meanwhile here are some thoughts
    On Almshouses website
    Introduction to Almshouses Training 60 minutes CPD accredited training (you need to be logged into the Almshouse Association website) – the picture used to illustrate this training is of one of our almshouses Guild Cottages
    GDPR UK essentials Online training 38 minutes CPD accredited training (you need to be logged into the Almshouse Association website)
    Safeguarding Vulnerable Adults online training 54 minutes (you need to be logged into the Almshouse Association website)
    Have a look at Standards of Almshouses Management

    Buzzacotts:
    Trustees’ Responsibilities – 34 minutes
    The Charity Governance Code – 27 minutes
    Financial Governance – 35 minutes
    Risk and Reserves – 31 minutes
    Public Benefit -10 minutes
    Charity Commission
    Read the Charity Commission Operational Guidance 65 on Almshouses https://docs.google.com/document/d/1m1COcXmEVUVKlptXouPC6Qs5OC0OQlzA/edit?tab=t.0
    Other Trustee Training including the 5 minutes Charity Commission guidances

    William Clemmey

    in reply to: Trustees Visiting Residents #186214

    Nicola
    The Charity Commission strongly encourages charities to conduct Basic DBS checks on all trustees to ensure they are fit and proper persons.
    We carry out enhanced checks on all of our staff and trustees renewing them every 3 years – the trustees can enroll for the volunteers update service so subsequent checks become free
    We are dealing with a hoarder in hopefully as sensitive a way as possible recognising its a mental health condition and working with the family and social services
    All the best
    William Clemmey
    chiefofficer@municipal-charities.org.uk

    in reply to: Air conditioning #186211

    Debbie
    We have been installing air conditioning units as a way of helping our residents reduce their electricity heating bills since they act as heaters in the winter
    We had overnight storage heaters in 12 of our flats at Shakespeare Court
    We have now installed 7 air conditioning units which heat the flats much better and have reduced the residents electricity bills
    Equipment Specification
    For each installation, the following Daikin hardware will be utilised:
    • Indoor Unit: Daikin FTXF35 (Wall Mounted)
    • Outdoor Unit: Daikin RXF35 (Condenser)

    William Clemmey chiefofficer@municipal-charities.org.uk

    in reply to: Enhanced DBS checks company #185414

    We use
    Access Personal Checking Services Ltd
    46 Seaview Road, Wallasey, CH45 4LA

    0845 643 1145 | 0151 638 6158
    enquiries@accesspcs.co.uk

    Costs just circa £9 on top of the DBS fee. No set up fee
    Easy to use and set up – its all online so trustees can enter their details and you can check them in person and verify online
    A great system
    William Clemmey
    chiefofficer@municipal-charities.org.uk

    in reply to: Digital Conversion of Tunstall System #185413

    With regard to Wi-Fi we have put this into all of our 46 properties. The project involved the supply and installation of Communications Cabinets and network equipment in each Almshouse. The price included 24 months of onsite and remote maintenance. The cost of installing the Wi-Fi was £38,210. We applied for Grants . We received £10,000 from the National Lottery Awards for All (remember they can now grant up to £20,000 so well worth considering), £610 from the local u3a, £1,000 from Wilmcote Charitrust and £5,000 from Baron Davenport.
    It saves each resident about £240 a year since they dont have to pay for broadband. We have also now installed Voice Over Internet phones and so removed the landlines for these resdidents who didnt want a phone.
    If you would like more information and a copy of our Awards For All bid then do get in touch
    William Clemmey
    chiefofficer@municipal-charities.org.uk

    in reply to: Digital Conversion of Tunstall System #185008

    We have switched all of our Tunsatll units over to digital and installed digital fire alarms that link to them as well – cost for 46 properties: The quotation to upgrade all of our properties to going digital was £8,224.80. Our quarterly charge remained the same as we purchased the equipment, and this charge is currently set at a monitoring only charge.
    In addition we needed to replace the smoke alarms so that they link into the new digital lifelines. They cost £65 each so the cost was up to £2,990
    Total cost £11,250
    We use Warwick District Council as our supplier – Sophie Meade nterim Lifeline Team Leader, Lifeline Services Landlord Services Housing Services Warwick District Council Town Hall Parade Royal Leamington Spa CV32 4AT Mobile: 07718 575762 Tel: 0300 3035573 Sophie.Meade@warwickdc.gov.uk

    Its all gone well
    William Clemmey

    in reply to: Death Policy #185005

    Looking forward to Lisa version

    Meanwhile here an Ai generated version from our Operations Manager
    Death of a Resident Policy
    Almshouse – England
    1. Purpose
    This policy sets out the procedures to be followed when a resident dies in the almshouse, including arrangements where no relative, next of kin, executor, or emergency contact can be identified or contacted.
    The policy aims to:
    Ensure the deceased resident is treated with dignity and respect.
    Comply with legal and safeguarding responsibilities in England.
    Support staff and residents following a death.
    Provide clear guidance regarding communication, property, documentation, and funeral arrangements
    2. Scope
    This policy applies to:
    All almshouse staff, trustees, volunteers, and contractors.
    All resident deaths occurring:
    within the almshouse,
    on almshouse grounds, or
    where the almshouse is informed of a resident’s death elsewhere
    3. Legal and Regulatory Framework
    This policy should be read alongside:
    Care Act 2014
    Human Tissue Act 2004
    Data Protection Act 2018
    Coroners and Justice Act 2009
    Health and Safety at Work etc. Act 1974
    Local authority public health funeral duties under Section 46 of the Public Health (Control of Disease) Act 1984
    4. Immediate Actions Following a Death
    4.1 If the Death is Expected
    Where a resident is receiving end-of-life care and death is anticipated:
    Follow the resident’s care or support plan.
    Notify the GP or relevant healthcare professional.
    Respect any known religious, cultural, or personal wishes.
    Contact the next of kin or nominated contact as soon as practicable.
    4.2 If the Death is Unexpected
    If a resident is found deceased unexpectedly:
    Call 999 immediately.
    Do not move the body unless instructed by emergency services.
    Preserve the scene if the death may require police or coroner involvement.
    Inform the senior manager or trustee on duty.
    Record all actions taken, including times and names of persons contacted.
    5. Verification and Certification of Death
    Verification of death must be completed by an appropriately qualified healthcare professional.
    A Medical Certificate of Cause of Death (MCCD) must be issued where appropriate.
    Where the cause of death is unknown, sudden, or suspicious, the matter must be referred to the Coroner.
    6. Contacting Relatives or Next of Kin
    6.1 Standard Procedure
    The almshouse will:
    Refer to resident records for emergency contacts, next of kin, solicitor, executor, or advocate details.
    Attempt contact using all available telephone numbers, email addresses, and postal addresses.
    Record all attempts made.
    6.2 Where No Relative or Next of Kin Can Be Contacted
    If no next of kin or responsible person can be identified or contacted:
    The almshouse scheme manager will:
    review all resident records,
    check for any known GP, social worker, support worker, solicitor, appointee, deputy, or advocate,
    attempt reasonable enquiries with relevant agencies where lawful and appropriate.
    If no responsible person is identified within a reasonable timeframe:
    the death shall be referred to the relevant local authority bereavement or public health funerals team;
    the local authority may arrange a public health funeral under Section 46 of the Public Health (Control of Disease) Act 1984.
    Staff must:
    treat the resident and their belongings respectfully at all times;
    avoid making assumptions about family relationships or wishes;
    maintain confidentiality in accordance with data protection requirements.
    7. Resident Property and Personal Effects
    7.1 Securing Property
    Following a death:
    The resident’s accommodation must be secured promptly.
    An inventory of belongings should be completed by two members of staff where possible.
    Valuable items should be recorded and securely stored.
    7.2 Release of Property
    Property may only be released:
    to the executor or administrator of the estate,
    to a person with lawful authority,
    or in accordance with legal advice.
    Where there is no known next of kin or executor:
    belongings should be retained securely until instructions are received from the local authority, Coroner, or estate administrator.
    8. Communication and Support
    8.1 Informing Others
    The almshouse should:
    inform relevant staff and trustees appropriately;
    notify residents sensitively, respecting confidentiality and family wishes.
    8.2 Support for Residents and Staff
    Support may include:
    pastoral support,
    bereavement support services,
    signposting to counselling or mental health services if required.
    9. Documentation and Record Keeping
    The following must be documented:
    date and time of death,
    who discovered the resident,
    persons contacted,
    actions taken,
    details of property secured,
    any involvement of police, ambulance, GP, or Coroner.
    Records must be stored securely in accordance with data protection requirements.
    10. Funeral Arrangements
    10.1 Where Family or Representatives Exist
    The almshouse will cooperate with lawful representatives making funeral arrangements.
    10.2 Public Health Funerals
    Where no arrangements are made and no next of kin can be located:
    the relevant local authority will normally assume responsibility for arranging a public health funeral;
    the almshouse may provide available information to assist the authority.
    The almshouse may, where appropriate and agreed by trustees:
    attend the funeral,
    arrange flowers or remembrance,
    hold an internal memorial or condolence book.
    11. Media and Confidentiality
    No member of staff or trustee shall provide information to the media without authorisation.
    All information relating to the deceased resident shall be handled confidentially and in accordance with data protection legislation.
    12. Review of Incidents
    Following a resident death, the almshouse may:
    conduct a review of procedures,
    identify any safeguarding or health and safety concerns,
    consider lessons learned and improvements.
    13. Policy Review
    This policy should be reviewed:
    every two years,
    following legislative changes,
    or after any significant incident relating to a resident death.
    Approved by: ______________________
    Position: _________________________
    Date Approved: ____________________
    Review Date: _____________________

    in reply to: Privacy Policy #184799

    Catherine
    We updated ours last year
    Hope this helps

    Privacy and Cookie Policy

    William Clemmey

    in reply to: Death Policy #184795

    Hi Lisa
    Please can you email us one as well
    chiefofficer@municipal-charities.org.uk

    thanks
    William Clemmey

    in reply to: Resident’s using own contractors #184794

    Cath
    I agree with Susan – we only allow our own contractors to do the work. Given that one of our properties is Grade 1 listed and another grade II and a third in a conservation area this makes sense.
    They are our properties and we can check on the public libility insurance of the contractors..

    Better safe than sorry
    William Clemmey

Viewing 15 posts - 1 through 15 (of 27 total)